Marshall & Sterling Wealth Advisors’s American Express AXP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623K	Buy	1,840 +281	+18%	+$90K	0.37%	50
2026 Q1	$472K	Sell	1,559 -243	-13%	-$81.5K	0.31%	59
2025 Q4	$667K	Sell	1,802 -57	-3%	-$20.4K	0.44%	42
2025 Q3	$613K	Sell	1,859 -94	-5%	-$29.9K	0.39%	46
2025 Q2	$618K	Buy	1,953 +43	+2%	+$12.1K	0.42%	43
2025 Q1	$514K	Sell	1,910 -184	-9%	-$54.4K	0.35%	57
2024 Q4	$621K	Buy	+2,094	New	+$602K	0.43%	42

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AXP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $90K and bringing the position to 1,840 shares worth $623K. The position accounts for 0.37% of the portfolio, ranked #50.

Marshall & Sterling Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $667K in Q4 2025. 859 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,840 shares of American Express worth $623K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 281 American Express shares in Q2 2026, an estimated $90K.
American Express made up 0.37% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Marshall & Sterling Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's American Express position peaked at $667K in Q4 2025.
859 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.